Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47970.85 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46575.97 Kr¶
PnL: ---------------------------------------> -312.6 Kr¶
DD now: ---------------------------------> -1.355 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 15:08:58.596193'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.630000 | 2866.500000 | 230.500000 | 8.740000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.500000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| Corem Property Group B | 59 | 5.960000 | 681.450000 | 104.450000 | 18.100000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 5.840000 | 449.800000 | 94.800000 | 26.700000 | 355.000000 |
| HMS Networks | 2 | 1.520000 | 722.800000 | 49.800000 | 7.400000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.720000 | 271.440000 | 25.440000 | 10.340000 | 246.000000 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Boozt | 12 | 0.360000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| OEM International B | 7 | 2.480000 | 550.200000 | 22.200000 | 4.200000 | 527.999997 |
| Midsona B | 63 | 2.130000 | 604.800000 | 21.800000 | 3.740000 | 582.999984 |
| Nordea Bank Abp | 29 | 0.720000 | 3474.200000 | 20.200000 | 0.580000 | 3453.999992 |
| Coor Service Management Hold. | 8 | 0.440000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Intrum | 4 | 1.800000 | 542.000000 | 15.000000 | 2.850000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| AcadeMedia | 12 | 0.940000 | 566.640000 | 9.640000 | 1.730000 | 557.000004 |
| Resurs Holding | 22 | -0.380000 | 582.780000 | 8.780000 | 1.530000 | 573.999998 |
| Essity A | 4 | -0.170000 | 1156.000000 | 7.000000 | 0.610000 | 1149.000000 |
| Essity B | 2 | 0.520000 | 579.400000 | 5.400000 | 0.940000 | 574.000000 |
| Karnov Group | 9 | -2.120000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.230000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Swedbank A | 3 | 0.240000 | 562.350000 | -1.650000 | -0.290000 | 564.000000 |
| Securitas B | 6 | 0.790000 | 568.080000 | -1.920000 | -0.340000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| CTEK | 13 | 2.410000 | 530.400000 | -3.600000 | -0.670000 | 533.999999 |
| SAAB B | 8 | 2.000000 | 3348.000000 | -29.000000 | -0.860000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.880000 | 535.500000 | -59.070000 | -9.930000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Vivesto | 1368 | 2.560000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| OX2 | 18 | -1.290000 | 1514.700000 | -149.300000 | -8.970000 | 1663.999992 |
| Axfood | 13 | 0.660000 | 3578.900000 | -177.100000 | -4.720000 | 3756.000001 |
| Ovzon | 52 | 2.600000 | 3073.200000 | -288.800000 | -8.590000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.210000 | 3423.000000 | -388.000000 | -10.180000 | 3810.999990 |
| TOTAL | 46575.970000 | -312.600000 | -1.35522% | 46888.564618 |
Updated:¶
'2023-01-16 15:09:10.970027'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
